Customer Service

24 articles

Subcategories

Login Issues / Locked Account - Reset your Password

This page helps Neat users quickly reset their password, unlock their account, and enable Multi-Factor Authentication for added security.

Manage your Subscription

Learn how to manage your subscription via the Neat Self Service Portal, the Neat mobile app, or via our support team. Access Self Service Portal. Open your Neat software or login into the Neat Cloud…

Collecting Logs from Neat's Self Service Portal

If you are experiencing an issue via the Self Service Portal, we will need the below information to resolve this problem. Along with gathering the below info, please also provide screenshots and spec…

Meeting Electronic Document Requirements for the IRS

What is this charge?

Account Partially Set Up

Is Neat Cloud Service HIPAA Compliant?

Remote Support Connection Guide

Remote Assistance

Update Credit Card

Update credit card

Neat Ecosystem FAQs

Opting In or Out of Neat Emails

Delete your Neat Account & Account Data

You can permanently delete your user information and data stored in Neat by following the steps below. At the moment, you can only complete these steps via the Neat Mobile application. How to permane…

VISA Return Authorization Mandate

Visa has recently instituted a global change in how refunds are required to be processed. While the intent of this is to improve visibility and the customer experience, there are situations where the…

I Didn't Authorize this Charge - Terms & Conditions

Neat Billing FAQ

How to Open a Chat with a Support Agent

Update your Account Information with the Self Service Portal

Browser or Network Connection Troubleshooting

If you are running into trouble logging into Neat or completing Recaptcha requests, it may be rooted in one of the following reasons: Outdated Browser : Ensure your browser is up to date. See Neat Ba…